Citywire The Advice Show

Podcast: Vertical integration and consolidation threaten advice progress

Loading player...
In this edition of The Advice Show, The Lang Cat’s principal, Mark Polson, reveals to Citywire New Model Adviser senior reporter James Fitzgerald what advisers are thinking, and why consolidation and regulation are the biggest topics in this year’s State of The Adviser Nation report.
28 Jan 2022 English United Kingdom Business · Investing

Other recent episodes

How Openwork’s DFM protects clients against equity market shocks

Long-dated government bonds have experienced several peaks since the beginning of October. In this episode of Citywire's Advice Show, Patrick O’Donnell, chief investment strategist at Omnis Investments, believes equity investors have little reason for concern at this point.
21 Oct 17 min

Three years on: How Finova Money built a fixed-fee business

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.
21 Aug 35 min
All episodes